-80.1%
ORCX vs VT
+27.4%
-107.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +0.7% |
| 7D | -23.0% | -2.3% | -20.7% | -16.3% |
| 30D | -38.6% | -5.0% | -33.7% | -25.0% |
| 3M | -42.0% | -4.9% | -37.1% | -27.8% |
| 6M | -72.4% | -1.5% | -70.8% | -67.8% |
| YTD | -76.3% | +8.5% | -84.7% | -79.0% |
| 1Y | -85.8% | +11.4% | -97.2% | -88.3% |
| All | -80.1% | +27.4% | -107.5% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling